EverSource Wealth Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

EverSource Wealth Advisors’s Portfolio NIE Stock Details NIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$33.5K	Buy	+1,339	New	+$34.9K	﹤0.01%	2058
2023 Q3	–	Sell	-12	Closed	-$254	–	2610
2023 Q2	$254	Hold	12	–	–	﹤0.01%	2409
2023 Q1	$236	Hold	12	–	–	﹤0.01%	2304
2022 Q4	$219	Hold	12	–	–	﹤0.01%	2253
2022 Q3	$0	Buy	+12	New	+$267	﹤0.01%	2074

Other funds holding NIE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

TWM

Todd Wealth Management Venice, Florida $131M AUM 28.18% 1-Year Est. Return

EverSource Wealth Advisors's NIE Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Virtus Equity & Convertible Income Fund (NIE) in Q3 2026: 1,339 shares worth $33.5K. The stake represents ﹤0.01% of the portfolio and ranks #2058 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in NIE as recently as Q2 2023.

EverSource Wealth Advisors first reported a position in NIE in Q3 2022 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold NIE as of Q3 2026.

EverSource Wealth Advisors held 1,339 shares of Virtus Equity & Convertible Income Fund worth $33.5K as of Q3 2026.
Virtus Equity & Convertible Income Fund was a new EverSource Wealth Advisors position in Q3 2026.
Virtus Equity & Convertible Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2058 holding.
EverSource Wealth Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q3 2022 and has held it in 5 quarters since.
52 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.